MA

Myriad Asset Management Advisors LLC

Momentum followerQuality / disciplined sizingSector-focused

Total reported value

$339.4M

Reporting period: 2026-03-31 · Number of holdings: 47

Myriad Asset Management Advisors LLC disclosed 47 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $339.4M and a quarterly turnover rate of 58.0%.

Personality snowflake

Concentration
42.44
Portfolio Stability
57.98
Momentum/Contrarian
100
Sector conviction
73.07
Diversification
94
Sizing Uniformity
79.82

Recent moves

  • Add IEMG

    +122.7%　$45.2M

  • Add EMXC

    +55.6%　$23.8M

  • Trim MSFT

    -18.6%　-$6.7M

  • Trim TSM

    -62.2%　-$6.2M

  • Trim AMZN

    -28.7%　-$5.6M

  • Trim META

    -39.2%　-$4.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IEMGIshares Core Msci EmergingETF-Emerging Markets23.45%+12.84%+122.75%
2EMXCIshares Msci Emr Mrk Ex ChnaETF-Other17.25%+6.54%+55.63%
3IAUMIshares Gold Trust MicroETF-Commodities10.70%-1.13%-12.97%
4NVDANvidia CORPStock-Tech5.18%-0.58%+0.54%
5GOOGLAlphabet Inc-cl AStock-Comm Services4.02%-1.25%-13.23%
6MSFTMicrosoft CORPStock-Tech3.27%-2.22%-18.57%
7AMZNAmazon.com INCStock-Consumer Disc2.99%-1.87%-28.74%
8FCXFreeport-mcmoran INCStock-Materials2.22%+0.22%+0.59%
9JPMJpmorgan Chase & CoStock-Financials1.66%-0.70%-19.70%
10AVGOBroadcom INCStock-Tech1.62%-0.90%-25.13%
11BHPBhp Group Ltd-spon AdrStock-Materials1.56%+1.56%NEW
12ASMLASML Holding N.V.Stock-Tech1.54%+0.92%+109.03%
13METAMeta Platforms Inc-class AStock-Comm Services1.46%-1.43%-39.18%
14TSMTaiwan Semiconductor-sp AdrStock-Tech1.33%-1.96%-62.17%
15CATCaterpillar INCStock-Industrials1.25%+0.20%+0.61%
16MSMorgan StanleyStock-Financials1.18%-0.38%-14.88%
17GSGoldman Sachs Group INCStock-Financials1.10%-0.45%-22.84%
18HSBCHsbc Holdings Plc-spons AdrStock-Financials1.03%+1.03%NEW
19ETNEaton Corporation plcStock-Industrials1.01%—+0.56%
20CCitigroup INCStock-Financials1.00%—-2.03%
21BACBank Of America CORPStock-Financials1.00%-0.17%+0.59%
22TECKTeck Resources Ltd-cls BStock-Materials0.99%—+0.59%
23MUMicron Technology INCStock-Tech0.96%—-17.74%
24MLMMartin Marietta MaterialsStock-Materials0.94%—+0.67%
25VMCVulcan Materials CoStock-Materials0.91%—+0.56%
26VALEVale Sa-sp AdrStock-Materials0.87%+0.87%NEW
27LRCXLam Research CORPStock-Tech0.81%+0.14%+0.56%
28WFCWells Fargo & CoStock-Financials0.63%—+0.58%
29SANBanco Santander Sa-spon AdrStock-Financials0.60%+0.60%NEW
30AAAlcoa CORPStock-Materials0.58%+0.58%NEW
31DEDeere & CoStock-Industrials0.57%—+0.53%
32AMDAdvanced Micro DevicesStock-Tech0.53%—+0.61%
33PHMPultegroup INCStock-Consumer Disc0.53%—+0.59%
34USBUS BancorpStock-Financials0.53%+0.53%NEW
35PNCPnc Financial Services GroupStock-Financials0.52%+0.52%NEW
36DHIDr Horton INCStock-Consumer Disc0.50%—+0.59%
37UNPUnion Pacific CORPStock-Industrials0.49%+0.49%NEW
38CCJCameco CORPStock-Energy0.44%-0.59%-62.22%
39BBVABanco Bilbao Vizcaya-sp AdrStock-Financials0.43%+0.43%NEW
40LENLennar Corp-aStock-Consumer Disc0.38%—+0.61%
41TFCTruist Financial CORPStock-Financials0.37%+0.37%NEW
42MPMp Materials CORPStock-Materials0.35%—+0.59%
43FITBFifth Third BancorpStock-Financials0.28%+0.28%NEW
44CSXCsx CORPStock-Industrials0.26%+0.26%NEW
45CFGCitizens Financial GroupStock-Financials0.25%+0.25%NEW
46MTBM & T Bank CORPStock-Financials0.25%+0.25%NEW
47HBANHuntington Bancshares INCStock-Financials0.24%+0.24%NEW

Holding changes this quarter

Myriad Asset Management Advisors LLC's most significant position changes for 2026-03-31: Sold out: Alibaba Group Holding-sp Adr (BABA); New buy: Bhp Group Ltd-spon Adr (BHP); Sold out: Ss Spdr S&p Biotech ETF (XBI); Sold out: Nu Holdings Ltd. (NU); Sold out: Vanguard Russell 2000 ETF (VTWO).

Position changes disclosed by Myriad Asset Management Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IEMGIshares Core Msci Emerging+12.8%+122.75%Add
2EMXCIshares Msci Emr Mrk Ex Chna+6.5%+55.63%Add
3ASMLASML Holding N.V.+0.9%+109.03%Add
4FCXFreeport-mcmoran INC+0.2%+0.59%Add
5CATCaterpillar INC+0.2%+0.61%Add
6LRCXLam Research CORP+0.1%+0.56%Add
7BACBank Of America CORP-0.2%+0.59%Add
8MSMorgan Stanley-0.4%-14.88%Trim
9GSGoldman Sachs Group INC-0.5%-22.84%Trim
10NVDANvidia CORP-0.6%+0.54%Add
11CCJCameco CORP-0.6%-62.22%Trim
12JPMJpmorgan Chase & Co-0.7%-19.70%Trim
13AVGOBroadcom INC-0.9%-25.13%Trim
14IAUMIshares Gold Trust Micro-1.1%-12.97%Trim
15GOOGLAlphabet Inc-cl A-1.3%-13.23%Trim
16METAMeta Platforms Inc-class A-1.4%-39.18%Trim
17AMZNAmazon.com INC-1.9%-28.74%Trim
18TSMTaiwan Semiconductor-sp Adr-2%-62.17%Trim
19MSFTMicrosoft CORP-2.2%-18.57%Trim
20BABAAlibaba Group Holding-sp Adr—EXITSold out
21BHPBhp Group Ltd-spon Adr—NEWNew buy
22XBISs Spdr S&p Biotech ETF—EXITSold out
23NUNu Holdings Ltd.—EXITSold out
24VTWOVanguard Russell 2000 ETF—EXITSold out
25SESea Ltd-adr—EXITSold out
26PDDPdd Holdings INC—EXITSold out
27HSBCHsbc Holdings Plc-spons Adr—NEWNew buy
28XLVSs Health Care Select Sector—EXITSold out
29VALEVale Sa-sp Adr—NEWNew buy
30BIDUBaidu INC - Spon Adr—EXITSold out
31SANBanco Santander Sa-spon Adr—NEWNew buy
32GEVGE Vernova INC—EXITSold out
33AAAlcoa CORP—NEWNew buy
34UBERUber Technologies INC—EXITSold out
35USBUS Bancorp—NEWNew buy
36PNCPnc Financial Services Group—NEWNew buy
37UNPUnion Pacific CORP—NEWNew buy
38APPApplovin Corp-class A—EXITSold out
39NTESNetease Inc-adr—EXITSold out
40NEENextera Energy INC—EXITSold out
41CEGConstellation Energy—EXITSold out
42BBVABanco Bilbao Vizcaya-sp Adr—NEWNew buy
43FUTUFutu Holdings Ltd-adr—EXITSold out
44BLKBlackrock INC—EXITSold out
45TFCTruist Financial CORP—NEWNew buy
46FITBFifth Third Bancorp—NEWNew buy
47CSXCsx CORP—NEWNew buy
48CFGCitizens Financial Group—NEWNew buy
49MTBM & T Bank CORP—NEWNew buy
50HBANHuntington Bancshares INC—NEWNew buy

FAQ

What is Myriad Asset Management Advisors LLC and what type of investor is it?
Myriad Asset Management Advisors LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $339.4M, spread across 47 disclosed positions.
What are Myriad Asset Management Advisors LLC's largest equity positions?
Based on the latest 13F filing, Myriad Asset Management Advisors LLC's top holdings by market value are: 1. Ishares Core Msci Emerging (IEMG) — $79.6M (23.4%) 2. Ishares Msci Emr Mrk Ex Chna (EMXC) — $58.6M (17.3%) 3. Ishares Gold Trust Micro (IAUM) — $36.3M (10.7%) 4. Nvidia CORP (NVDA) — $17.6M (5.2%) 5. Alphabet Inc-cl A (GOOGL) — $13.6M (4.0%)
What changes did Myriad Asset Management Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Myriad Asset Management Advisors LLC made 50 notable position adjustments: 15 new positions were initiated, 8 existing holdings were added to, 11 positions were partially reduced, and 16 were completely exited. The largest of these moves: Sold out: Alibaba Group Holding-sp Adr (BABA); New buy: Bhp Group Ltd-spon Adr (BHP); Sold out: Ss Spdr S&p Biotech ETF (XBI); Sold out: Nu Holdings Ltd. (NU); Sold out: Vanguard Russell 2000 ETF (VTWO)
What sectors does Myriad Asset Management Advisors LLC focus on?
Myriad Asset Management Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 40.0% • Financials: 19.2% • Communication Services: 16.0% • Materials: 9.3% • Consumer Discretionary: 8.7% • Industrials: 6.8%